I didn't care for the format changes made this year, as I was used to the previous format and the new step-through entry process kept making me feel that I missing things. Found myself going back to recheck entries. Also import from my e*Trade account never worked as I have a 2-step verification and it kept telling me that info returned from the institution said that I was entering incorrect login/password info. I was able to log in via my cell, so I knew that my entries were accurate.

When I had to correct errors on the form that the checker tool identified, mainly missing recipient's address, city and zip code (due to the incomplete form import) or the determination of investments being digital vs. non-digital assets, I had to correct 392 errors by clicking each attribute one by one, which took over an hour. There should have been a bulk update on the same type o responses.

After a respite where we had more complex returns given the death of two family members, we came back to compete our own return (which we had done for years previously). TurboTax never ceases to amaze me with its simplicity that can make a moderately complicated return seem easy with the guided process. The ability to import records from our investment providers is such a powerful function that make it possible for us to do the return ourselves. It's good to back with TurboTax!

The software has fallen down t just average now in a competitive market. there are bugs in the help and text guides in several places. These are annoying things like referring to a search tool that isn't there or referencing medical insurance premiums paid in the state form when there is no way to enter the premiums paid anywhere and the online help has no information. there are things that shouldn't exist in an application as old as turbotax. The linkage of the forms to the step by step guides continues to be poor (especiallly when the when your checks identify a problem )

I have been using TurboTax for over 10 years. The first three years we also had a tax accountant do our taxes, but i matched every time. The last year TurboTax found a tax savings that the tax accountant had not beenaware of. From then on it has been TurboTax every year.

The program is much much worse from prior years for the investment section. So much so that I think I want to find another program to use. I do not like having the cards for each investment and then having to click through them one by one. There should be an option to select multiple investments and delete them all together. It took me probably 3 times as much time to do the investments than prior years. I also cannot find the option to save a copy of my return. How is this even possible to not be able to save.

I use TurboTax as I am very familiar with the program (many years usage). I trust the accuracy of the program and I love the feature to go to forms. I also really like the ability to print to PDF files. I really like the software running on my own computer. I do not want to use something that runs on a server.

on you premium addition I have finished my returns and when trying to pay for my state return when i discover that your credit card page doesn't work properly, I'm not able to scroll down to the 12th month when entering my card expiration date it only goes to 10, and if i retry it will only go to 7. So I can't file my state return. This sucks!

Worked in a comprehensive manner without the need for additional assistance for the most part. I did get hung up on importing data from Merrill Lynch as I selected the wrong line. The agent walked me through that. There was the issue with California involving Line 76. Just had to insert IRC 1362 or something like that. Think it is a glitch but maybe harmless.

It's fine, same as any other tax prep software. You fill in the blanks with the numbers that are in your forms. I use it year over year because it already has my information from the previous year. I'm going to stop writing this now because the AI keeps interrupting me and re-writing what I type.